One of the many good things about blogging is that one can go back in time and look at one’s own thinking in a more objective way. Without putting it in writing it is all too easy to pretend, as history unfolds, that one had a great understanding way back. Our minds a terrific at rewriting our own thoughts – this tends to come out strongest when we talk about our career paths. One example where I am reasonably happy with my own analysis is acquisition of Motorola Mobility by Google. I wrote t...